About the position
Junior Client Portfolio Administrator Headline Is this you? What you'll be doing (and why you'll enjoy it) Where you'll be doing it What you'll need What you'll get How to apply
Newlands, Cape Town
Market related/entry level
Fascinated by financial services? Keen to start your career as an Administrator and learn the ropes? Here's your chance to join a small team of professionals who will invest in your growth.
You're eager to work with clients, polite and professional, with a love for structure, process and detail. A natural team player who can also work independently, you communicate clearly in English, handle numbers confidently, and bring strong ethics to everything you do.
You'll keep a boutique advisory practice running smoothly: onboarding and off-boarding clients, managing calls and inboxes, greeting visitors, and logging every interaction in the CRM. You'll prepare review packs, capture CDD and compliance data, request portfolio information and generate, submit and chase up documentation for ongoing transactions. You'll coordinate diaries with providers, maintain new-business and replacement registers, arrange local/overseas couriers, track CPD for advisors, and keep office supplies and routines humming, including locking up when needed. Expect varied, meaningful admin that directly supports clients and advisors.
With a small, established financial planning practice known for personal service and disciplined processes. You'll join a close-knit team that values reliability, professionalism and doing right by clients, an environment where your organisation and ownership truly matter.
Matric and at least 1 year's working experience in an admin support role with an interest in investments. You also need solid MS Office experience, a valid driver's licence and your own car to run errands from time to time. Only candidates currently living in Cape Town can be considered.
A market related salary package aligned to your skills and experience, plus the chance to grow across marketing, reporting and process improvement in a professional, people-first setting.
For a confidential discussion please contact Claudette on [Phone Number Removed]; or send your CV to c (dot) [Email Address Removed]
We appreciate that your CV might not be fully up to date. No problem, just send us what you have.
We do respond to everyone! Just give us a few days to work through your application.
Desired Skills:
- Admin Work
Desired Work Experience:
- 1 to 2 years
Desired Qualification Level:
- Grade 12 / Matric
